Gifts and Records Analyst

Gifts and Records Analyst

Department: Financial Services

Supervisor: Gifts and Records Manager

Status: Full-Time, Non-Exempt

SUMMARY:

The Gifts and Records Analyst is responsible for the accurate processing, accounting, recording, receipting and reconciliation of gift and membership revenue. The position ensures accuracy and integrity of data in the donor database. The Gifts and Records Analyst collaborates with the Financial Services department, providing excellent customer service to all stakeholders.

BEHAVIORAL EXPECTATIONS:

• Follows the principles of the Foundation's core values:
  
  • Trust
  • Respect
  • Integrity
  • Commitment
• Motivated to contribute to the success of the Foundation
• Communicates effectively
• Teaches through example and service
• Professional curiosity and desire to learn
• Maintains confidentiality
• Works safely

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Process and oversee memberships, gifts, and pledges (cash, checks, securities, gifts in kind, credit cards, bank drafts, wires, matching gifts, payroll deductions, gift annuities, memberships, estates, life insurance, etc.) from alumni, friends, corporations, foundations, and other constituents of the University based on current Foundation policies and procedures and IRS requirements
• Analyze and research unusual transactions, evaluating donor histories to determine gift credit, identifying donor and donor intent, and recording gifts per audit requirements
• Add and manage constituent records including analyzing information and populating all appropriate data fields where information is available, including names, addresses, phone numbers, relationships, employment records, interest codes, mail suppressions, mailing lists, student and other IDs, marital relationships, graduation and education information, and birth or death records
• Protect and enforce the privacy of donor records, including management, organization, and security of donor files
• Liaison to donors and University with inquiries related to giving records, policies and procedures
• Serving donor and University with exceptional customer service
• Support cash and check revenue reconciliation and credit card revenue reconciliation for multiple feeder systems and merchant identification numbers
• Manage all merchant IDs and payment gateways as well as initiate requests to transfer funds out of clearing accounts in alignment with Foundation balance and transfer policies and for maintaining zero-dollar-balance records on all clearing accounts
  
• Manage and facilitate the process for creating new funds and modifying existing funds
  
• Assist in defining and documenting policy and procedures

OTHER DUTIES AND RESPONSIBILITIES:

• Remains current on IRS requirements and standards for gift acceptance and receipting as well as other policies and laws that impact gift processing and donor confidentiality including CASE standards, PCI Compliance, GDPR, FERPA, HIPAA, and Oregon and federal laws
• Participates in ongoing training and education
• Performs other duties as assigned

COMPETENCIES AND EXPERIENCE:

• Typically requires a Bachelor's Degree in Accounting or Finance
• Prior reconciliation experience preferred
• Proficiency with MS Office and advance computer skills required (including a working knowledge of development and financial systems)
• Ability to learn quickly, multi-task and manage complex data sets in a sophisticated financial environment
  
• Strong written and oral communication skills, organization and interpersonal skills
• Excellent attention to detail and accuracy
• Experience managing multiple assignments/projects and conflicting priorities with the pressure of short, demanding deadlines in a fast paced environment

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• This job is conducted in an office work environment, sitting most of the time
• Approximately 90% of this position's duties require use of a computer
• Must be able to exert up to 10 lbs. of force occasionally

Compensation: $25/Hour DOE